Articles from Pontera

High-quality financial advice remains out of reach for many Americans due to systemic barriers in the retirement industry. A new post-event brief released by the Aspen Institute Financial Security Program, sponsored by Pontera, argues that achieving retirement security is a system design challenge requiring a coordinated effort across policy and technology.

Pontera, the fintech company helping retirement savers attain comprehensive 401(k) account management from their trusted financial advisor, today announced a partnership with Atlanta-based wealth management firm SignatureFD. Headquartered in Atlanta, SignatureFD serves 1,600+ client families with integrated wealth management services, overseeing $6 billion in total assets under management and $550 million in outside assets. Using the Pontera platform, SignatureFD will unlock further scale, efficiency, and capability in held-away account management that will allow them to help even more clients transform their net worth into their Net Worthwhile™.

OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital—a leading insurance brokerage, HR consulting, and wealth management firm serving over 100,000 employers and millions of individuals across the U.S (“OneDigital”)—has announced today that it has partnered with financial technology company Pontera. With this partnership, OneDigital Investment Adviser representatives are able to more effectively manage plan participant accounts as part of their cohesive, goals-based investment strategies for clients.

Lion Street, an elite national network of agencies and professionals providing life insurance, wealth management and financial planning solutions to high-net-worth clients, today announced a partnership with financial technology company Pontera. With this partnership, Lion Street’s network of over 175 financial firms will be able to trade, report, and bill on clients’ held-away accounts as part of their comprehensive wealth management services.

AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically manage their client’s full portfolio. Pontera enables advisors to employ cohesive rebalancing and tax strategies across their 401(k)s, 403(b)s and more. Now with this integration, advisors will be able to view, monitor, report and bill on held-away assets in AssetBook’s Pulse Platform to ultimately deliver better client experiences and financial outcomes.

Benjamin F. Edwards, a national wealth-management firm managing over $38 billion in client assets, today announced it has partnered with financial technology company Pontera to enable its financial advisors to securely and compliantly manage clients’ held-away retirement accounts, including 401(k)s, 403(b)s, and more. According to the Federal Reserve, the median American holds more than half of their net worth in retirement accounts. Now Edwards advisors will be able to better serve clients by integrating these assets into their personalized financial strategies.

Pontera, the technology platform that enables financial advisors to trade and manage 401(k), 403(b), and other held-away retirement accounts, today announced that Envestnet has integrated its solution into its financial wellness ecosystem. With this integration, advisors and financial professionals can plan, review, and bill on employer-sponsored accounts in applications within the Envestnet | Tamarac platform. The integration enables advisors to incorporate clients’ retirement savings account balances into holistic views of their entire financial life.

Pontera, a financial technology company dedicated to helping individuals reach a better retirement, today announced that it has appointed accomplished marketing leader and business operator Nicole Zheng as Chief Marketing Officer (CMO). As the Company’s first CMO, Zheng will further develop and execute the go-to-market strategy for Pontera’s software platform, which enables financial advisors to securely monitor and trade retirement accounts. Her initial key initiatives include recruiting top-notch talent and implementing scalable marketing programs to deliver resources to advisors so they can grow their AUM and produce better financial outcomes for clients on the Pontera platform.

Dynasty Financial Partners, the leading provider of back and middle-office outsourced solutions for RIAs, and financial technology company Pontera announced a partnership to allow RIAs in Dynasty’s network to fully manage 401(k), 403(b), and other held away accounts for their clients in a secure and compliant manner leveraging Pontera’s SOC 2 certified platform.

Financial technology company Pontera today announced that it has formed a partnership with Registered Investment Advisory (RIA) firm Hilltop Wealth Advisors to enable their financial advisors to securely and compliantly manage clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, and more.

GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced an integration with financial technology company Pontera. This integration will enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets. Pontera’s proprietary technology allows advisors to securely trade 401(k)s, 403(b)s, HSAs, variable annuities, and more in a similar manner to custodied accounts.

Financial technology company Pontera, formerly known as FeeX, today announced a partnership with RFG Advisory, a hybrid Registered Investment Advisory firm, to enable their independent financial advisors to securely manage clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, and more.

Pontera, the fintech company that enables financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced an integration with SS&C’s Advent Custodial Data® network. The technology integration provides held away account data for firms using SS&C’s advisory solutions. Users can view, report, supervise, and bill on 401(k), 403(b), and other held away accounts managed on Pontera’s platform through SS&C’s Advent Custodial Data® Network, including the Black Diamond® Wealth Platform, Axys, Advent Portfolio Exchange (APX), and Geneva.

Pontera, the Fintech company that creates a bridge to a better retirement by allowing financial advisors to trade and manage retirement assets in a secure and compliant manner, today announced a partnership with Prime Capital Investment Advisors (PCIA). This partnership will enable PCIA’s 120 advisors to securely manage clients’ retirement accounts without assuming custody.

Financial technology company Pontera, formerly known as FeeX, announced today that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household and report on their clients’ investment accounts.

Financial technology company Pontera, formerly known as FeeX, announced today that it has formed a partnership with Mutual Group to enable financial advisors to securely and compliantly manage and trade their clients’ retirement accounts.

Financial technology company Pontera (formerly FeeX), announced today that it has formed a partnership with SageView Advisory Group, a leading registered investment advisory (RIA) firm with $175 billion in assets under management, to enable its advisors to securely and compliantly manage and trade clients’ retirement accounts.

FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced today that it has raised $80 million across three recent funding rounds led by Lightspeed Venture Partners, along with The Founders Kitchen, Hanaco Ventures, Hyperwise Ventures, Blumberg Capital, and prominent individual investors. The company also announced that it has changed its name to Pontera.